|
901
|
Montecito Bank & Trust
Santa Barbara,
California
|
–
|
-$420K
|
-8,375
|
Closed
|
|
|
902
|
Cornerstone Retirement Group
Reno,
Nevada
|
–
|
-$419K
|
-8,354
|
Closed
|
|
|
903
|
|
–
|
-$411K
|
-8,191
|
Closed
|
|
|
904
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$345K
|
-6,881
|
Closed
|
|
|
905
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$328K
|
-6,533
|
Closed
|
|
|
906
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$314K
|
-6,266
|
Closed
|
|
|
907
|
Venture Visionary Partners
Sylvania,
Ohio
|
–
|
-$304K
|
-6,060
|
Closed
|
|
|
908
|
Allie Family Office
Miami,
Florida
|
–
|
-$303K
|
-6,040
|
Closed
|
|
|
909
|
Exchange Bank
Santa Rosa,
California
|
–
|
-$268K
|
-5,345
|
Closed
|
|
|
910
|
Wambolt & Associates
Littleton,
Colorado
|
–
|
-$267K
|
-5,318
|
Closed
|
|
|
911
|
Lido Advisors
Los Angeles,
California
|
–
|
-$266K
|
-5,305
|
Closed
|
|
|
912
|
Westwood Holdings Group
Dallas,
Texas
|
–
|
-$266K
|
-5,293
|
Closed
|
|
|
913
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$259K
|
-5,161
|
Closed
|
|
|
914
|
Arden Trust
Wilmington,
Delaware
|
–
|
-$253K
|
-5,051
|
Closed
|
|
|
915
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
–
|
-$251K
|
-5,000
|
Closed
|
|
|
916
|
HTG Investment Advisors
New Canaan,
Connecticut
|
–
|
-$250K
|
-4,980
|
Closed
|
|
|
917
|
|
–
|
-$240K
|
-4,781
|
Closed
|
|
|
918
|
Selective Wealth Management
Forest,
Virginia
|
–
|
-$235K
|
-4,703
|
Closed
|
|
|
919
|
Van Strum & Towne
San Francisco,
California
|
–
|
-$214K
|
-4,260
|
Closed
|
|
|
920
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$211K
|
-4,196
|
Closed
|
|
|
921
|
Veritable
Wilmington,
Delaware
|
–
|
-$209K
|
-4,158
|
Closed
|
|
|
922
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-$208K
|
-4,154
|
Closed
|
|
|
923
|
Johnson Bixby & Associates
Vancouver,
Washington
|
–
|
-$208K
|
-4,140
|
Closed
|
|
|
924
|
Prossimo Advisors
San Luis Obispo,
California
|
–
|
-$205K
|
-4,085
|
Closed
|
|
|
925
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
–
|
-$201K
|
-4,000
|
Closed
|
|
